|
26
|
MB Generational Wealth
Spokane,
Washington
|
$13.4M
|
+$60.7K
|
+2,176
|
+0.5%
|
|
|
27
|
LRI Investments
Palm Beach Gardens,
Florida
|
$12.8M
|
+$353K
|
+12,642
|
+3%
|
|
|
28
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$12.5M
|
+$12M
|
+430,775
|
New
|
|
|
29
|
Index Fund Advisors
Irvine,
California
|
$12.3M
|
+$1.78M
|
+63,733
|
+18%
|
|
|
30
|
Callan Capital
La Jolla,
California
|
$12M
|
-$210K
|
-7,524
|
-2%
|
|
|
31
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$11.7M
|
+$1.17M
|
+41,945
|
+12%
|
|
|
32
|
KEB Asset Management
Springfield,
Illinois
|
$11.5M
|
+$1.18M
|
+42,444
|
+12%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.2M
|
+$699K
|
+25,051
|
+7%
|
|
|
34
|
Rather & Kittrell
Knoxville,
Tennessee
|
$11.2M
|
+$922K
|
+33,064
|
+9%
|
|
|
35
|
Northern Trust
Chicago,
Illinois
|
$11.1M
|
+$2.81M
|
+100,592
|
+36%
|
|
|
36
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.9M
|
+$4.13M
|
+148,097
|
+66%
|
|
|
37
|
Private Wealth Management Group
Princeton,
New Jersey
|
$10.6M
|
-$347K
|
-12,430
|
-3%
|
|
|
38
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$10.1M
|
+$1.78M
|
+63,746
|
+22%
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$9.98M
|
+$957K
|
+34,307
|
+11%
|
|
|
40
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$9.95M
|
+$383K
|
+13,716
|
+4%
|
|
|
41
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$9.91M
|
+$82.8K
|
+2,969
|
+0.9%
|
|
|
42
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$9.57M
|
-$682K
|
-24,454
|
-7%
|
|
|
43
|
Seaside Wealth Management
Carlsbad,
California
|
$9.55M
|
+$340K
|
+12,190
|
+4%
|
|
|
44
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.49M
|
+$591K
|
+21,186
|
+7%
|
|
|
45
|
Mercer Global Advisors
Denver,
Colorado
|
$9.24M
|
-$316K
|
-11,346
|
-3%
|
|
|
46
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.22M
|
+$209K
|
+7,502
|
+2%
|
|
|
47
|
Sensible Money
Scottsdale,
Arizona
|
$8.95M
|
+$176K
|
+6,305
|
+2%
|
|
|
48
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$8.16M
|
+$97.9K
|
+3,509
|
+1%
|
|
|
49
|
Krilogy Financial
St. Louis,
Missouri
|
$8.12M
|
+$165K
|
+5,910
|
+2%
|
|
|
50
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$7.89M
|
+$1.28M
|
+45,925
|
+19%
|
|
